# Features - Doc Man - File & Folder Management

> With CloudFiles, manage, organize, & control all your files and folders directly within Salesforce—no more app-switching, just seamless productivity.

## File and Folder Management Inside Salesforce

CloudFiles offers a powerful file and folder management experience inside Salesforce through a seamless widget interface. From simple file operations to advanced automation using Salesforce Flows, every feature is built to help teams handle documents faster, smarter, and at scale.

[Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR) · [Talk to a Document Expert](https://meet.cloudfiles.io/?utm_medium=web&utm_source=site&utm_campaign=banner&utm_content=feat-file-folder-management)

*Loved and trusted*
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## Document Management for Salesforce
Organize, collaborate, and maintain control over your documents—all from one central platform.

## Smart File & Folder Management features

### CloudFiles Widgets

CloudFiles Widgets

CloudFiles widgets are modular components that embed document management features—like viewing, uploading, organizing, and sharing—within Salesforce record pages, flows, and portals.

- Content Library Widget – Centralized document repository with version control
- Internal Record Widget – File management directly within Salesforce record pages
- Experience Cloud Widget – Enables secure file exchange with external users
- Uploader Widget (for Flows) – Upload files to external storage via screen flows

[Learn More](https://www.cloudfiles.io/salesforce/features/file-and-folder-management/widgets)

### File Operations

File Operations

Do more with every file — right from the dropdown menu. Perform essential file actions like Rename, Share, or download, along with custom Salesforce-powered workflows.

- Default Actions – Rename, Move, Share (link/email), Download, Preview, Delete
- File Dropdown Menu – All actions appear in a convenient dropdown beside each file
- External Storage Support – Works across SharePoint, Google Drive, AWS & more

[Learn More](https://www.cloudfiles.io/salesforce/features/file-operations)

### Folder Operations

Folder Operations

Create and manage folders directly within Salesforce for structured document organization. CloudFiles lets users build and maintain folder hierarchies inside the widget, ensuring easy access and a clean document structure across records.

- Create, Rename, Move, and Delete Folders
- Support for Nested Folder Structures
- Real-Time Sync with External Storage Platforms

[Learn More](https://www.cloudfiles.io/salesforce/features/folder-operations)

### Custom Actions

Custom Actions

Define tailored file operations using Salesforce Flows and embed them into the CloudFiles widget. Enable users to trigger background processes or guided workflows—like one-click archiving, bulk deletion, or sending emails.

- Resource Actions – Custom actions for individual files or folders
- List Actions – Bulk actions for multiple selected items
- Supports Autolaunched & Screen Flows – Run in the background or guide users with input screens

[Learn More](https://www.cloudfiles.io/salesforce/features/custom-actions)

## CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

- **Daily reporting** — Technology companies create custom records for specific sales uploads for reporting purposes
- **Auto KYC entry** — Transportation companies classify KYC docs automatically & pull relevant info into fields
- **Meal planning** — Food companies generate meal plans and send them as email attachments for their audience
- **Incident reporting** — HR teams generate custom incident documents using a variety of screen flow inputs
- **Digitize medical records** — Hospitals digitize medical prescriptions by auto-reading them into checklist fields
- **Quick templates selection** — Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly

[Explore All Use-Cases](https://www.cloudfiles.io/salesforce/use-cases)

## CloudFiles is a game-changer.

But don’t just take it from us.

> "CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended." — **Jeremy Ahoyo, Atlante**

> "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses." — **Latha Davuluri, W. R. Grace & Co.**

> "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration." — **Oscar Chacón, Sagicor Financial Corporation**

> "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!" — **Irwin Mencias, Mālama Solar**

> "CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!" — **Vishal Talpallikar, Aviva**

> "Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce" — **Mark Salib, BDA Partners**

> "CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend." — **Adam Ady, Anteriad**

> "CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce." — **Victor Villalobos, The Financial Interior, LLP**

> "Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!" — **Ed Pashkin, Rainforest Alliance**

## Stay compliant & secure.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Trust Portal](https://trust.cloudfiles.io/)

## Book Your Personalized Demo

You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_medium=web&utm_source=site&utm_campaign=banner&utm_content=feat-file-folder-management-book-demo)